hi,
I wanted to set a user filter for my record, which will pull the records based on quarter/month and year. I am trying to avoid the custom record field.
example - Q4 Oct 2024
The field that has date time stamp in my record is "CREATED ON".
Any help is appreciated.
Discussion posts and replies are publicly visible
It would be easier to implement if you use custom record field.
custom field record has only Quarter and Year as interval, I am trying to get Month as well
What is evaluation type of the record? Real time or Sync time evaluation?
real time
You should be able to achieve it by first creating 3 custom field for year, month and quarter. Then concat to get the desired format
a!customFieldConcat( {"Q", 'recordType.createdOnQuarter', " ", a!customFieldMatch( value: 'recordType.createdOnMonth',
whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 1 ), then: "Jan", whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 2 ), : : : then: "Feb", whenTrue: a!customFieldCondition( field: fv!value, operator: "=", value: 9 ), then: "Sep",
default: "Oct" ), " ", 'recordType.createdOnYear' })
I will try.Thank you for the quick response